Adc Therapeutics Sa · NYSE:ADCT
Adc Therapeutics Sa — Q4 2024 Earnings Presentation
10 slides from Adc Therapeutics Sa's earnings presentation, Mar 27, 2025
Slide 1: 4Q/FY 2024 Earnings Call
4Q/FY 2024 Earnings Call March 27, 2025
Slide 2: Agenda
Agenda Ameet Mallik 01 Chief Executive Officer Business Update Pepe Carmona Financial Update 02 Chief Financial Officer 03 Q&A 2
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation and any accompanying oral presentation have been prepared by ADC Therapeutics SA ("ADC Therapeutics“, “we” or “us”) for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a reco
Slide 4: Key Business Updates
Key Business Updates § Achieved ZYNLONTA® commercial brand profitability in 2024 Commercial § 4Q 2024 net product revenues of $16.4 million as compared to $16.6 million in same quarter 2023 Performance § FY sales of $69.3M in line with prior year despite increasingly competitive environment § LOTIS-
Slide 5: Advancing ZYNLONTA Development into 2L+ B-Cell Lymphomas
Advancing ZYNLONTA Development into 2L+ B-Cell Lymphomas DLBCL FL MZL POTENTIAL TO MOVE INTO 2L+ DLBCL → LOTIS-5 (ZYNLONTA + rituximab): 20 patient safety run-in data showing ORR of 80%, CR of 50% with no 1L new safety signals, complete enrollment in 2024 → LOTIS-7 (ZYNLONTA + bispecific): Promising
Slide 6: ZYNLONTA U.S. Peak Revenue Potential of $600M-1B
ZYNLONTA U.S. Peak Revenue Potential of $600M-1B ZYNLONTA $600M-1B Peak Revenue in DLBCL & Indolent Lymphomas 2L+ ZYNLONTA plus bispecific LOTIS-7 $500M-800M 2L+ Indolent 2L+ ZYNLONTA plus rituximab lymphomas $200-300M* $100-200M LOTIS-5 CURRENT INDICATION 3L+ Monotherapy Peak revenue projections as
Slide 7: 4Q 2024 Selected Financial Data
4Q 2024 Selected Financial Data Balance Sheet December 31, 2024 Cash and cash equivalents ($M) 250.9 GAAP Non-GAAP (Adjusted)* Statement of Operations 4Q 2024 ($M) % vs.4Q 2023 4Q 2024 ($M) % vs. 4Q 2023 Product Revenues, Net 16.4 -1.5 16.4 -1.5 Research & Development Expenses 27.1 -10.6 26.0 -12.0
Slide 8: Delivering On Our Strategy
Delivering On Our Strategy Upcoming Expected Milestones 2025 2026 Enroll 40 patients Fuller/more mature data ZYNLONTA LOTIS-7 Share additional data Engage regulatory agencies, evaluate compendia strategies ZYNLONTA Topline results expected by Potential BLA submission to Potential compendia LOTIS-5 e
Slide 9: Thank You
Thank You ® THERAPEUTICS Innovating Science. Inspiring Hope.
Slide 10: Reconciliation of GAAP Measures to Non-GAAP Measures
Reconciliation of GAAP Measures to Non-GAAP Measures Unaudited (in thousands) i. Share-based compensation expense represents the cost of equity awards issued to our directors, management and employees. The fair value of awards is computed at the time the award is granted, and is recognized over the